3 Tips for 401(k) Plan Advisors in 2023
The end of January is a time to stop reflecting on last year and start really implementing changes in your professional life. For fiduciaries the focus is always on improving a plan’s governance and ensuring plan participants are satisfied with your work. Here are a few ideas for plan fiduciaries to consider in 2023.
Questions Plan Sponsors Should Ask Retirement Plan Advisers
The relationship with a financial adviser is key for retirement and the financial health of a plan sponsor’s employees. Advisers should become more knowledgeable not only about retirement, but also about other aspects of retirement planning.
PDF Parser Quick Starting Guide
RiXtrema has developed the PDF Parser to enhance the Advisor Tech Market line-up with the flexible PDF document recognition tool. It will help save your time and effort by recognizing and extracting investment information with tickers and their respective values.
How to Protect Portfolios against Inflation
The most common questions for advisors today are about the best time to invest and ways of protecting portfolios from inflation. Most clients have faith in their advisors during this period of tumult; but any financial professional worth his salt, knows that there are choppy waters ahead.
How Inflation Puts Risks on Your Portfolio
Over the next 3 decades, Three factors are set to define our lives, according to Jamie Dimon, CEO of JPMorgan Chase. Post-Covid economic recovery, high inflation, and Russia's invasion of Ukraine with the following humanitarian crisis.
Transforming Financial Advisors Into Marketing Experts
The vast majority of our clients, when they start working with us, are not marketing pros. They are great at their day jobs, financial advising, but there is something lacking when it comes to communicating just how great they are, to prospects.
Which Type of Financial Planning Is Most Sought After?
One of the most sought after financial services clients seek out from advisors is retirement planning. This service is popular among both older and younger consumers, according to a survey by the Granum Center for Financial Security.
More Client Success With Rixtrema
This year we ran another great Challenge, with 100’s of financial advisors from across the U.S. We covered everything from email campaigns, effective marketing frameworks, to how financial advisors can run their own challenges with other advisors.
Making 529 Plans Serve Their Purpose
The FINRA crack down on advisers and broker-dealers who sold recently 529 plans but put their clients into more expensive share classes should be considered as a move in the right direction.
CITs in the 401(k) Field: The Price of Change
CIT’s are an essential part of most 401(k) plans nowadays, and they’re even becoming available for smaller plans, and more widely used among plan sponsors.